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Keith Prather

Planmember Securities Corporation
39 Years of Experience
Mount Airy, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Keith Prather is a registered investment advisor at Planmember Securities Corporation, based in Mount Airy, MD, with 39 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Mount Airy, MD

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Keith works as a representative for Paladin Advisory Group, focusing on securities and insurance sales and services, dedicating full-time hours to this role. Keith is also an insurance agent selling long-term care and fixed insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Planmember Securities Corporation
March 2020 - Present · 6 yrs 7 mos
Planmember Securities CorporationBroker
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Msi Financial Services, INC.Broker
August 2003 - December 2016 · 13 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
August 2003 - July 2007 · 3 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
August 1989 - August 2003 · 14 yrs
Lincoln Financial Advisors CorporationBroker
August 1989 - August 2003 · 14 yrs
Ur Financial, INC.Broker
June 1987 - August 1989 · 2 yrs 2 mos
The Variable Annuity Marketing CompanyBroker
March 1987 - May 1988 · 1 yr 2 mos
State Registrations10 states
AZDEFLMDNCOHPASCVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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